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Meredith Wealth Planning’s Apple AAPL Stock Holding History

Meredith Wealth Planning’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.08M Buy
7,181
+283
+4% +$80.9K 0.49% 25
2026
Q1 		$1.75M Sell
6,898
-2,585
-27% -$673K 0.47% 25
2025
Q4 		$2.58M Sell
9,483
-808
-8% -$217K 0.77% 21
2025
Q3 		$2.62M Buy
10,291
+503
+5% +$114K 0.83% 21
2025
Q2 		$2.01M Buy
9,788
+31
+0.3% +$6.26K 0.73% 20
2025
Q1 		$2.17M Sell
9,757
-312
-3% -$72.3K 0.96% 17
2024
Q4 		$2.52M Buy
10,069
+886
+10% +$209K 1.12% 16
2024
Q3 		$2.14M Sell
9,183
-6
-0.1% -$1.34K 1.02% 14
2024
Q2 		$1.94M Sell
9,189
-1
-0% -$186 1.01% 14
2024
Q1 		$1.58M Sell
9,190
-11
-0.1% -$2K 0.88% 17
2023
Q4 		$1.77M Buy
9,201
+4
+0% +$739 1.1% 13
2023
Q3 		$1.57M Buy
9,197
+2,564
+39% +$470K 1.17% 13
2023
Q2 		$1.29M Sell
6,633
-2,513
-27% -$438K 1.05% 12
2023
Q1 		$1.51M Sell
9,146
-92
-1% -$13.6K 1.21% 12
2022
Q4 		$1.2M Buy
+9,238
New +$1.32M 1.03% 12

Other funds holding AAPL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Meredith Wealth Planning's AAPL Position: Q2 2026 in Review

Meredith Wealth Planning increased its Apple (AAPL) stake by 4.1% in Q2 2026, buying an estimated $80.9K and bringing the position to 7,181 shares worth $2.08M. The position accounts for 0.49% of the portfolio, ranked #25.

Meredith Wealth Planning first reported a position in AAPL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.62M in Q3 2025. 3,106 funds tracked by Wall St. Rank hold AAPL as of Q2 2026.

  • Meredith Wealth Planning held 7,181 shares of Apple worth $2.08M as of Q2 2026.
  • Meredith Wealth Planning bought 283 Apple shares in Q2 2026, an estimated $80.9K.
  • Apple made up 0.49% of Meredith Wealth Planning's portfolio in Q2 2026, its #25 holding.
  • Meredith Wealth Planning first reported a position in Apple in Q4 2022 and has held it in 15 quarters since.
  • Meredith Wealth Planning's Apple position peaked at $2.62M in Q3 2025.
  • 3,106 funds tracked by Wall St. Rank held Apple as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.